Add an AI step to a workflow

In a workflow, AI works only in the steps you choose. This page adds one such step: an AI Agent node, with its model and its prompt. A prompt is the text of the request that is sent to the AI model.

• A workflow open in its editor. See Create a workflow.
• A model connection. See Connect an AI model.

1. In the Nodes catalog, open AI, then Agents.
2. Drag AI Agent onto the canvas.
3. Link it to the step before it: drag from the dot on the right of that step to the dot on the left of AI Agent.

1. In the Nodes catalog, open AI, then Models.
2. Drag the model of your provider onto the canvas, below the AI Agent node. It appears as a circle.
3. Drag from the diamond of the model to the first diamond under AI Agent. A dotted line links them.
4. Right-click the model and select Edit.
5. In Provider credentials, choose your model connection.
6. Select Apply.

1. Right-click AI Agent and select Edit.
2. Fill in User prompt. This is the request of this step. It is required.
3. Fill in System instructions: how the agent must behave in this step. This field is optional.
4. Select Apply.

To use the result of an earlier step in the prompt, look at the panel Outputs, on the right of the window. It lists what the earlier steps produce, with the exact name of each output. The fields say “Enter value or drop an output”: you can type a value, or use one of these outputs.

The tab General of AI Agent has the field JSON Schema for the final response (optional), in the group Response. When you fill it in, the model is asked to answer in that format, and the output response holds the answer, as a text, in that format.

In this step, the fields of the format are not separate outputs. To have each field as an output, save the agent in Studio > Agents and call it with the step Agent. See Write the role and the instructions of an agent.

1. Select Publish.

• On the canvas, AI Agent has an arrow coming in from the step before it, and a dotted line coming from its model.
• When you run the workflow, the step AI Agent reaches the state completed, and its output holds the answer of the model.

• The list Provider credentials is empty. You have no connection for this provider. Add one in Administration > Credentials.
• The panel Outputs says “No outputs available yet.” The node is not linked to an earlier step, or no earlier step produces an output.
• The step fails when the workflow runs. Check that the model is linked, that its credentials are chosen, and that User prompt is not empty.

• Each execution of this step uses the AI model. Your provider bills you for it.
• Keep AI for the steps that need judgement or writing. Use fixed steps, such as a condition, for rules that must always give the same result.

If the agent exists already in Studio > Agents, or if you want a whole team, call it with one step. See Use an agent or a team as a step.

Ask a person to approve or answer, so that a person checks what the AI step produced.